Assessment:
$0


Initial Planning:
$2,500 - $10,000


Continuous Planning Included in Fee:
0.4 – 1.6% of
Assets Under Management*

According to a 15-year study by Vanguard, working with an advisor can add about 3% in net returns. 1

It's Your Retirement – Make it Worth it

  1. Vanguard, Putting a value on value: Quantifying advisor's alpha (2016)

    Neither diversification nor asset reallocation can ensure a profit or protect against a loss. There is not guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Based on the Vanguard analysis, advisors can potentially add “about 3%” in net returns by using the Vanguard Advisor’s Alpha framework. Because clients only get to keep, spend, or bequest net returns, the focus of wealth management should always be on maximizing net returns. It is important to note that we do not believe this potential 3% improvement can be expected annually; rather, it is likely to be very lumpy. Further, although every advisor has the ability to add this value, the extent of the value will vary based on each client’s unique circumstances and the way the assets are actually managed, versus how they could have been managed.

    *Minimum quarterly fee of $750.00 for managing assets. Refer to our Form ADV 2A for complete information regarding our fees and services.